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Ameriprise Financial

1,240 hedge funds and large institutions have $36.7B invested in Ameriprise Financial in 2024 Q1 according to their latest regulatory filings, with 149 funds opening new positions, 423 increasing their positions, 414 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more first-time investments, than exits

New positions opened: 149 | Existing positions closed: 56

65% more call options, than puts

Call options by funds: $147M | Put options by funds: $88.9M

12% more capital invested

Capital invested by funds: $32.9B → $36.7B (+$3.8B)

7% more funds holding

Funds holding: 1,1611,240 (+79)

2% more repeat investments, than reductions

Existing positions increased: 423 | Existing positions reduced: 414

1.94% less ownership

Funds ownership: 85.54%83.6% (-1.9%)

6% less funds holding in top 10

Funds holding in top 10: 1615 (-1)

Holders
1,240
Holders Change
+79
Holders Change %
+6.8%
% of All Funds
17.86%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.22%
New
149
Increased
423
Reduced
414
Closed
56
Calls
$147M
Puts
$88.9M
Net Calls
+$58M
Net Calls Change
+$54.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SGAM
101
Smith Group Asset Management
Texas
$36.5M +$11M +27,356 +49%
State Board of Administration of Florida Retirement System
102
State Board of Administration of Florida Retirement System
Florida
$36.2M +$3.48M +8,693 +8%
AP
103
Atwood & Palmer
Missouri
$35.5M -$5.13M -12,809 -14%
Stifel Financial
104
Stifel Financial
Missouri
$35.5M -$232K -579 -0.7%
CS
105
Candriam SCA
Luxembourg
$35M +$7.44M +18,573 +30%
Toronto Dominion Bank
106
Toronto Dominion Bank
Ontario, Canada
$34.6M +$6.4M +15,974 +25%
Aviva
107
Aviva
United Kingdom
$34.1M -$119K -296 -0.4%
Allianz Asset Management
108
Allianz Asset Management
Germany
$33.1M -$61.9M -154,720 -67%
MPWT
109
MassMutual Private Wealth & Trust
Connecticut
$32M -$79.7K -199 -0.3%
Schroder Investment Management Group
110
Schroder Investment Management Group
United Kingdom
$31.6M -$389K -972 -1%
New York State Common Retirement Fund
111
New York State Common Retirement Fund
New York
$31.5M -$3.76M -9,395 -12%
BNP Paribas Asset Management
112
BNP Paribas Asset Management
France
$31.3M -$13M -32,509 -31%
Balyasny Asset Management
113
Balyasny Asset Management
Illinois
$31.1M +$28M +70,020 +7,023%
First Trust Advisors
114
First Trust Advisors
Illinois
$30.2M -$198M -495,250 -88%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$29.8M +$9.55M +23,856 +54%
Rockefeller Capital Management
116
Rockefeller Capital Management
New York
$29.7M +$1.29M +3,218 +5%
Capital World Investors
117
Capital World Investors
California
$29.6M +$13.2M +32,930 +95%
AFCM
118
Applied Finance Capital Management
Puerto Rico
$29.5M +$2.99M +7,475 +12%
ZIM
119
Zacks Investment Management
Illinois
$29.4M +$1.93M +4,828 +8%
KeyBank National Association
120
KeyBank National Association
Ohio
$28.7M -$1.68M -4,196 -6%
AAP
121
Aristotle Atlantic Partners
Florida
$28.4M -$1.83M -4,578 -7%
NLGIA
122
Nippon Life Global Investors Americas
New York
$27.3M +$1.87M +4,680 +8%
State of Wisconsin Investment Board
123
State of Wisconsin Investment Board
Wisconsin
$27.2M -$941K -2,350 -4%
FWCM
124
Ferguson Wellman Capital Management
Oregon
$27.2M -$197K -491 -0.8%
Mitsubishi UFJ Trust & Banking
125
Mitsubishi UFJ Trust & Banking
Japan
$27M -$1.21M -3,028 -5%

AMP Hedge Fund Activity: Q1 2024 in Review

1,240 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ameriprise Financial (AMP) for Q1 2024, worth a combined $36.7B — up 12% from $32.9B a quarter earlier.

Buyers outnumbered sellers: 149 funds opened new AMP positions and 56 closed out — a net gain of 93 holders — while 423 added to existing stakes and 414 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $242M. The largest seller was Morgan Stanley, cutting an estimated $921M.

  • 1,240 institutional investors held Ameriprise Financial (AMP) as of Q1 2024, up from 1,161 in Q4 2023.
  • Funds reported $36.7B of Ameriprise Financial stock for Q1 2024, up 12% quarter-over-quarter.
  • 149 funds opened new Ameriprise Financial positions in Q1 2024 and 56 closed out, a net change of +93 holders.
  • The largest Ameriprise Financial buyer in Q1 2024 was JP Morgan Chase, an estimated $242M added.
  • The largest Ameriprise Financial seller in Q1 2024 was Morgan Stanley, an estimated $921M sold.

Based on aggregated 13F filings for Q1 2024.